Customer Success Manager- Americas

We are Earnix


We believe that for Financial Institutions, personalization is key to increased customer satisfaction and loyalty as well as to improved business results. ​ 

Recognizing the complexities of financial products, Earnix provides an end-to-end Pricing and Product Personalization Software Suite, driven by world-class data science, analytical modeling tools, and integrated machine learning.  

The Earnix 3D Personalization Suite empowers Financial Institutions to offer the RIGHT PRODUCT, at the RIGHT PRICE, at the RIGHT TIME, WHILE MAXIMIZING BUSINESS KPIs, ensuring governance & compliance, and improving the enterprise-wide end-to-end product personalization and pricing process. 

Job Description:

We are looking to hire a Customer Success Manager who will be responsible for maintaining and expanding relationships with a portfolio of customers in North America.

Location: US, Boston

Job responsibilities:

·        Be the customer advocate within the organization - operating as the lead point of contact for customer matters specific to your accounts. Representing the company at customer accounts and voicing customers’ needs internally

  • Own shared responsibility for customer churn

  • Review customer status and seek resolution for open issues (bugs, product features, requests for additional licenses, regulation changes)

  • Own responsibly on invoice payments, renewals, contractual changes

  • Collaborate with our sales team to achieve quotas while keeping our clients highly engaged

  • Identify up-sell opportunities and communicate them to the relevant business line owner

  • Facilitate and support up-sell processes 

  • Establish productive and close relationships with key stakeholders at customer accounts, and hold regular meetings (both onsite and remote) with customers

  • Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders

  • Maintain all information of customer activity within CRM platform 



  • 5 + years of previous proven experience as an Account Manager as part of a Global organization managing global accounts, preferable in the software industry

  • Knowledge and experience working in the financial services/Fintech industries – A Must

  • Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level

  • Strong interpersonal skills, people person

  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail

  • Written and writing Spanish is an advantage

  • Willingness to travel extensively abroad

  • Motivation, flexibility, pro activeness, ability to work independently and as a part of a team

  • B.Sc. Industrial Engineering or other relevant bachelor’s or Master’s degree

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